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Payment Links

Create a link to Surfboard's hosted payment page, from catalogue products or a free amount, and share it by email, QR code, or any chat. Then follow each link's status and payment attempts, change its end time, or cancel it.

Payment Links Online Checkout Orders

Overview

A payment link lets a customer pay you online, without a terminal and without a webshop. You put together an order, the portal creates a link to Surfboard’s hosted payment page, and you send it to the customer. They pay on their phone or computer, and the payment shows up in Sales like any other.

Payment links are managed per store. Open the store and click the Payment links tab.

Not every account has payment links. If the store has no Payment links tab, the feature isn’t enabled for you.

A store needs two things before it can create links. If something is missing, the Payment links tab shows Set Up Payment Links with the remaining steps:

  1. Enable Online Store — enter the store’s Terms and conditions URL and Privacy policy URL. The payment page links to them. You can only set the online information once, so double-check the URLs.
  2. Add Payment Terminal — register a payment page terminal for the store. This is the “terminal” that online payments run through.
  3. Create Your First Payment Link.

Steps 1 and 2 are for admins. Once they’re done, any user can create links.

Click + Create payment link on the store’s Payment links tab.

Create payment link page with the store and terminal steps done, an Espresso in the cart and the payment total

  1. Store and terminal — the steps at the top show the store and its payment page terminal. They’re picked for you when there’s only one; click a chip to change it.
  2. Valid until — how long the link can be paid. Click the date to choose Half hour, One day, One week, One month, Three months, or One year. It defaults to one day.
  3. Add what the customer pays for:
    • Search products… to add products from the store’s catalogue. Use − and + to change quantities. Product campaign prices are applied automatically.
    • Or Add free amount: enter an amount and a VAT rate, and click Add. Use this for things that aren’t in your catalogue.
  4. + Add discount — a percentage or a fixed amount off the order. The Payment box shows the total, VAT, and discount.
  5. Open Customer (optional) to fill in who is paying. Choose Person (name, email, phone, billing address, and a shipping address if it differs) or Company (company name, VAT ID, contact details, address, and purchase order details).
  6. Open Settings if you need to change how the link works (see below).
  7. Click Create link.

The Your payment link dialog then shows the link, a QR code, Copy, Visit link, and Send link by email. Send it however suits you: email, text message, chat, or the QR code printed on an invoice.

Settings section with enforce token, 3D Secure, delay capture, short link, redirect URLs, button type and payment method lock

SettingWhat it does
Enforce tokenSaves the customer’s card as a token with the payment
Enforce 3D SecureRequires the customer to verify the card payment with their bank
Delay captureOnly reserves the amount. You capture it later from the transaction page (see Sales).
Generate short linkCreates a shorter link that’s easier to share. On by default.
Successful payment URL / Failure payment URLWhere the customer is sent after paying, or after a failed payment
Payment button typeThe wording on the pay button: Pay, Book, Donate, Order, Top up, Buy, Checkout, Subscribe, and more
Lock to payment methodOnly offer certain payment methods on this link. Leave the first option selected to offer all of them.

The store’s Payment links tab lists every link created for the store.

Payment links tab with status filters and an expanded link showing items, customer, reference and payment attempts

Filter by status with All statuses, Pending, Completed, Failed, or Cancelled. Each chip shows a count. Use Search to find a link. Each row shows the link’s ID, Status, Terminal, Amount, and URL. Use the copy icon to copy the URL again, and » to open the full order.

Click a row to expand it:

  • The number of items, how long the link is valid for, and the total with VAT.
  • How long is left (or Expired) and when the link ends.
  • Customer — name, email, phone, and your reference. If the order had no customer details, they’re filled in once the customer enters them on the payment page.
  • Payment attempts — each try the customer made, with its result and method.
  • Order details » — the full order, with its payment history.

If some of your terminals take too long to answer, a warning says the list may be incomplete. Reload the page to try again.

For a link that’s still open, click Change end time in the expanded row. Pick In 1 hour, In 24 hours, In 7 days, or In 30 days, or set a New end time, then Save. The end time must be in the future. Admins only.

If a link was sent by mistake or no longer applies, expand it and click Cancel payment link. The portal asks you to confirm: “The link stops working immediately. The customer will not be able to pay afterwards.” Click Yes, cancel link.

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